86 indexable Asset Management companies headquartered in Virginia, United States, ranked by total equity funding and recent funding momentum. Combined disclosed equity funding of $52.1M across 6 funded companies.
| # | Company | Funding | Valuation | Stage | Latest round | Employees | Founded | Momentum |
|---|---|---|---|---|---|---|---|---|
| 1 |
Cary Street Partners
Provider of investment, estate planning, and financial advisory services |
$4.8M | — | Series A | Series A Dec 2025 | 111 | 2002 | ↑ Active |
| 2 |
Respond
Online lead generation platform for local businesses |
$45M | — | Series C | Jan 2002 | 5 | 1999 | — |
| 3 |
Taylor Hoffman
Provider of investment management services |
$1.3M | — | Seed | Seed Jun 2021 | 11 | 2017 | — |
| 4 |
Selective Wealth Management
Comprehensive wealth management, financial planning, and investment strategies for financial wellbeing |
$600K | — | Seed | Seed Dec 2018 | — | 2012 | — |
| 5 |
Sqwire
Wealth management firm |
$265K | — | Seed | Seed Apr 2021 | 8 | 2019 | — |
| 6 |
CornerStone Partners
Diversified investment management firm |
$149.9K | — | Funding Raised | Grant (prize money) Sep 2014 | 41 | 2002 | — |
| 7 |
Bogart Wealth
Provider of retirement planning and advisory services |
— | — | Seed | Seed Feb 2026 | 38 | 2016 | ↑ Active |
| 8 |
Middleburg Communities
Diversified investment management firm |
— | — | Funding Raised | Conventional Debt Feb 2024 | 149 | 2004 | — |
| 9 |
Edelman Financial Engines
Diversified investment management firm |
— | — | Acquired | PE Mar 2021 | 26 | 1986 | — |
| 10 |
Bonaventure Realty Group
Real estate property development and management company |
— | — | Funding Raised | Conventional Debt Dec 2018 | 371 | 1999 | — |
| 11 |
Genworth
Insurance company |
— | — | Acquired | Conventional Debt Mar 2018 | 3,500 | 1881 | — |
| 12 |
WST
Diversified investment management firm |
— | — | Acquired | PE Sep 2016 | 41 | 1990 | — |
| 13 |
Strategic Investment Group
Diversified investment management firm |
— | — | Acquired | PE 2012 | — | 1987 | — |
| 14 |
FJ Capital Management
Investment advisory firm |
— | — | Late Stage | PE Oct 2011 | 34 | 2007 | — |
| 15 |
1607 Capital
Provider of portfolio management services |
— | — | Unfunded | — | 12 | 2007 | — |
| 16 |
Abingdon Capital Management
Diversified investment management firm |
— | — | Deadpooled | — | — | 1999 | — |
| 17 |
ACG Wealth Management
Provider of financial advisory services |
— | — | Acquired | — | — | 1982 | — |
| 18 |
Acquisition Professionals
Acquisition Professionals LLC is a company that provides government business services |
— | — | Unfunded | — | 48 | 2014 | — |
| 19 |
agincourt capital management
Agincourt Capital Management focuses on managing institutional fixed income portfolios and provides investment guidance. |
— | — | Acquired | — | 13 | 1999 | — |
| 20 |
alexandria asset management
Alexandria Asset Management is a financial company that specializes in investing. |
— | — | Private | — | 21 | 1987 | — |
| 21 |
Alpha Omega Wealth Management
Provider of wealth management services |
— | — | Unfunded | — | 11 | 2009 | — |
| 22 |
Alternative Investment Fund
Multi-strategy focused hedge fund |
— | — | Unfunded | — | — | 2007 | — |
| 23 |
AMJ Financial Wealth Management
Provider of investment management and financial services |
— | — | Unfunded | — | — | 2009 | — |
| 24 |
Arko
Investment management firm |
— | — | Public | — | — | 2003 | — |
| 25 |
Arlington Asset Investment
Diversified investment management firm |
— | — | Acquired | — | 12 | 1989 | — |
| 26 |
Asgaard Capital
M&A advisory firm focused on multiple sectors |
— | — | Unfunded | — | — | 2011 | — |
| 27 |
AXS Investments
Multi strategy focused hedge funds and private equity investing in multiple sectors |
— | — | Unfunded | — | 24 | — | — |
| 28 |
Azzad Asset Management
Provider of mutual funding services |
— | — | Unfunded | — | — | 1997 | — |
| 29 |
Beacon Harbor Wealth
Provider of financial advisory services |
— | — | Unfunded | — | — | 2019 | — |
| 30 |
Beacon Wealth
Wealth management firm |
— | — | Unfunded | — | — | 1997 | — |
| 31 |
Brown | Miller Wealth Management
Provider of wealth management services |
— | — | Unfunded | — | — | 2020 | — |
| 32 |
Capital Automotive
provider of highly tailored sale-leaseback capital to the automotive retail industry. |
— | — | Unfunded | — | 61 | 1998 | — |
| 33 |
capitol securities management
Capitol Securities Management is a retail brokerage and investment advisory firm. |
— | — | Private | — | 113 | 1985 | — |
| 34 |
Caprin Bonds
Provider of asset management services for investment industries |
— | — | Acquired | — | — | 1997 | — |
| 35 |
CASSADAY
Diversified asset management firm |
— | — | Unfunded | — | — | 1993 | — |
| 36 |
cassaday & co company
Cassaday & Company is a financial fervices and insurance company located in McLean. |
— | — | Acquired | — | 79 | 1993 | — |
| 37 |
catawba capital management
Catawba Capital Management offers personalized investment management for individuals, businesses and institutions. |
— | — | Acquired | — | 10 | 1992 | — |
| 38 |
Chain Bridge Capital
Investor in off-campus student and multifamily housing. This entity acquires and manages real estate assets within this sector. It sources transactions, raises equity and debt, and oversees the entire investment process from due diligence to post-closing management. The firm leverages extensive experience in real estate operations, asset management, and lending to maximize returns for its investors. |
— | — | Unfunded | — | — | 2010 | — |
| 39 |
clark & associates, inc. financial solutions
Clark & Associates, Inc. Financial Solutions is a wealth management and retirement planning firm. |
— | — | Private | — | — | 1987 | — |
| 40 |
commonwealth fund services
Commonwealth Fund Services offers shareholder, transfer agency, and fund solutions at competitive prices to the wealth management community. |
— | — | — | — | — | 1984 | — |
| 41 |
Concord Wealth Partners
Provider of wealth management, financial & retirement planning. and consulting services |
— | — | Unfunded | — | 19 | 2002 | — |
| 42 |
daenen henderson & company
Daenen Henderson & Company provides an array of retirement planning, forensic accounting, budget analysis, and tax planning services. |
— | — | — | — | — | 1989 | — |
| 43 |
Dedalus Global
Venture capital fund focused on multiple sector |
— | — | Unfunded | — | — | 2017 | — |
| 44 |
Dorazio Advisors
Provider of wealth & investment management and financial planning services |
— | — | Unfunded | — | — | 2004 | — |
| 45 |
Elemental Capital
Provider of investment management firm |
— | — | Unfunded | — | — | 2008 | — |
| 46 |
enterprise diversified
Hosting, Modem, and ISP Services |
— | — | Public | — | 17 | 1992 | — |
| 47 |
Equity 1
Provider of retirement strategy design and financial consultation services |
— | — | Unfunded | — | — | 2004 | — |
| 48 |
fca
FCA provides financial services that include employee benefits, taxation, estate, investment, income and retirement planning services. |
— | — | Acquired | — | 11 | 1997 | — |
| 49 |
Foliomax
Provider of AI-powered portfolio analysis for wealth management and investment |
— | — | Unfunded | — | — | 2025 | — |
| 50 |
Foxhaven Asset Management
Private equity firm focused on multiple sector |
— | — | Unfunded | — | — | 2013 | — |
Provider of investment, estate planning, and financial advisory services
Operator of online lead generation company intended to connect buyers with sellers. The company's platform offers a spam-free way for consumers to request product information from companies acts as a liaison between shoppers and merchants and protects shoppers' anonymity while it forwards requests via e-mail messages to merchants selling items, enabling consumers to have direct information sources and merchants to ac
Provider of investment management services
Comprehensive wealth management, financial planning, and investment strategies for financial wellbeing. The company provides comprehensive wealth management services, offering financial planning, investment management, estate planning, tax strategies, lifestyle protection, and charitable giving advice. Their in-house team coordinates all aspects of financial wellbeing to unlock wealth's full potential. Services inclu
Wealth management firm
Diversified investment management firm
Provider of retirement planning and advisory services
Diversified investment management firm
Diversified investment management firm
Bonaventure Realty Group is a provider of property management services. The company also offers consultation, invests in and develops residential properties. Some of its projects are namely Acclaim, Carriage Club Apartments, Cedar Grove Apartments, among others.
Genworth is an insurance company. Their products and services include life and long-term care insurance, mortgage insurance, and annuities. The company has operations in the United States. In 2022, the company recorded annual revenues of $7.43B and a net profit of $0.52B.
Diversified investment management firm
CPP Investments
China Oceanwide Holdings Group
Constellation Wealth Capital
FFL Partners
Focus Financial Partners
Glynn Capital
HHS
HarbourVest Partners
Harvest Partners
Rankings are computed by Radar (Fliar BI) from the Radar company master and are updated periodically. Funding and momentum scores use disclosed equity-funding data only. Figures may lag private rounds. Last updated 2026-06-22.
_1531135856862.png){kind=logo}
_1570073018388.png){kind=logo}
